Pipe Fitters Local Union No. 120 Pension Plan — Form 5500 plan (Pipe Fitters Local Union 120 Pens. Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pipe Fitters Local Union No. 120 Pension Plan is a benefit plan reported by Pipe Fitters Local Union 120 Pens. Fund under EIN 34-6711591 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,889 participants and $207,496,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipe Fitters Local Union 120 Pens. Fund
- EIN
- 34-6711591
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,889
- End-of-year plan assets
- $207,496,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,889 | H, C | 20241016163410NAL0061861794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,496,869
- Total liabilities (EOY)
- $397,367
- Net assets (EOY)
- $207,099,502
- Net assets (BOY)
- $194,214,706
Income & contributions
- Employer contributions
- $12,779,005
- Total contributions
- $12,779,005
- Total income / additions
- $34,905,619
Expenses & distributions
- Benefits paid
- $20,754,350
- Administrative expenses
- $1,266,473
- Total expenses
- $22,020,823
- Net increase / (decrease)
- $12,884,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Global Management, Inc. | not reported in the loaded dataset | $122,161 | not reported in the loaded dataset | 2023 |
| Dreman Value Management, LLC | not reported in the loaded dataset | $110,542 | not reported in the loaded dataset | 2023 |
| Foundry Partners | not reported in the loaded dataset | $109,769 | not reported in the loaded dataset | 2023 |
| Wells Fargo | not reported in the loaded dataset | $104,262 | not reported in the loaded dataset | 2023 |
| Ullico | not reported in the loaded dataset | $73,507 | not reported in the loaded dataset | 2023 |
| The Segal Company | not reported in the loaded dataset | $72,516 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | not reported in the loaded dataset | $71,963 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | not reported in the loaded dataset | $67,998 | not reported in the loaded dataset | 2023 |
| Tiffany Clarke | EMPLOYEE | $62,164 | not reported in the loaded dataset | 2023 |
| Andco Consulting | not reported in the loaded dataset | $54,000 | not reported in the loaded dataset | 2023 |
| Ancora | not reported in the loaded dataset | $39,927 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, LLC | not reported in the loaded dataset | $37,262 | not reported in the loaded dataset | 2023 |
| Pnc Bank | not reported in the loaded dataset | $32,940 | $0 | 2023 |
| Ciuni & Panichi | not reported in the loaded dataset | $29,167 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | not reported in the loaded dataset | $13,562 | not reported in the loaded dataset | 2023 |
| Lori Sillanpaa | EMPLOYEE | $7,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pipe Fitters Local Union 120 Pens. Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Rbc Global Management, Inc. — Schedule C compensation
- Dreman Value Management, LLC — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Ullico — Schedule C compensation
- The Segal Company — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Tiffany Clarke — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Ancora — Schedule C compensation
- Faulkner, Hoffman & Phillips, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Ciuni & Panichi — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Lori Sillanpaa — Schedule C compensation